Whether you’re building, rebuilding, protecting or passing on wealth, Athena helps you navigate every chapter with confidence.
Investment Strategy
We shape your wealth around the life you want enhancing what you have, securing what matters, and creating financial confidence for you and those that depend on you, whatever life may bring.
Offshore Diversification
Your world may be local. Your wealth doesn’t have to be. We help you explore opportunities beyond South Africa with the necessary tax clearance and currency transfers handled seamlessly for you. You will then be able to access internationally regulated platforms, offshore endowments and trusts. These are all based in the more tax-efficient and regulated locations of Guernsey, Jersey and The Isle of Man.
Impact Investing
Invest in the future you believe in.
Through Carrick Impact, your wealth can create measurable social and environmental impact across Africa, while remaining part of a considered investment strategy. Because what your wealth changes, can matter as much as how it grows.
Beyond Traditional Investments
Your wealth can take you further. Through our global partnerships, we give you access to exclusive international investment opportunities that go beyond traditional investments, giving you more ways to diversify and grow your wealth.
Impact Investing
Invest in the future you believe in.
Through Carrick Impact, your wealth can create measurable social and environmental impact across Africa, while remaining part of a considered investment strategy. Because what your wealth changes, can matter as much as how it grows.
Offshore Diversification
Your world may be local. Your wealth doesn’t have to be. We help you explore opportunities beyond South Africa with the necessary tax clearance and currency transfers handled seamlessly for you. You will then be able to access internationally regulated platforms, offshore endowments and trusts. These are all based in the more tax-efficient and regulated locations of Guernsey, Jersey and The Isle of Man.
Investment Strategy
We shape your wealth around the life you want enhancing what you have, securing what matters, and creating financial confidence for you and those that depend on you, whatever life may bring.
Beyond Traditional Investments
Your wealth can take you further. Through our global partnerships, we give you access to exclusive international investment opportunities that go beyond traditional investments, giving you more ways to diversify and grow your wealth.
Your wealth is personal.
Your circumstances, priorities and plans for the future are too.
There is no standard answer when it comes to your financial future. Whether you’re considering an investment opportunity, planning offshore, thinking about succession, managing accumulated wealth or navigating a significant change, we are here to help you.
Your next chapter
is worth planning for.
CONTACT
+27 (0) 21 201 1000
info@carrick-athena.com
Suite 1002, The Colosseum,
26 Century Boulevard,
Century City, Cape Town,
7441
@2026 Carrick Athena. All rights reserved. Carrick Athena (Pty) Ltd is a juristic representative of Carrick Wealth (Pty) Ltd (FSP 45621), an authorised Financial Services Provider. All financial advice is rendered by representatives of Carrick Wealth.